Purchases and Sales Made in Q4 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 2024. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
895+ 3.6% |
$198K - $232K
|
25.8K
$6.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
895+ 2.77% |
$198K - $232K
|
33.2K
$8.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
892+ 0.65% |
$198K - $231K
|
139K
$34.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
889New |
$197K - $230K
|
889
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
886+ 8.09% |
$196K - $229K
|
11.8K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
886+ 9.65% |
$196K - $229K
|
10.1K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
884+ 1.48% |
$196K - $229K
|
60.7K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
884New |
$196K - $229K
|
884
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
883+ 5.86% |
$196K - $229K
|
16K
$3.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
883+ 0.92% |
$196K - $229K
|
96.5K
$23.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
882+ 6.85% |
$196K - $228K
|
13.8K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
880+ 14.13% |
$195K - $228K
|
7.11K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
879+ 2.73% |
$195K - $228K
|
33K
$8.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
879+ 2.84% |
$195K - $228K
|
31.8K
$7.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
874+ 0.1% |
$194K - $226K
|
841K
$206M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
872+ 0.85% |
$193K - $226K
|
103K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
871+ 10.36% |
$193K - $226K
|
9.28K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
868+ 5.35% |
$192K - $225K
|
17.1K
$4.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
867+ 6.11% |
$192K - $225K
|
15.1K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
864New |
$192K - $224K
|
864
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
850New |
$188K - $220K
|
850
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
848+ 15.74% |
$188K - $220K
|
6.24K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
844New |
$187K - $219K
|
844
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
844New |
$187K - $219K
|
844
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
843+ 0.67% |
$187K - $218K
|
127K
$31.2M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
840+ 2.76% |
$186K - $218K
|
31.3K
$7.69M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
838+ 7.85% |
$186K - $217K
|
11.5K
$2.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
837+ 0.37% |
$186K - $217K
|
230K
$56.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
837New |
$186K - $217K
|
837
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
835+ 3.04% |
$185K - $216K
|
28.3K
$6.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
834+ 1.94% |
$185K - $216K
|
43.8K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
833+ 3.42% |
$185K - $216K
|
25.2K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
833+ 0.41% |
$185K - $216K
|
202K
$49.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
831+ 4.45% |
$184K - $215K
|
19.5K
$4.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
830+ 0.74% |
$184K - $215K
|
113K
$27.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
830+ 5.9% |
$184K - $215K
|
14.9K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
829+ 0.64% |
$184K - $215K
|
130K
$31.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Emory University
Atlanta, GA |
BUY
|
- |
826New |
$183K - $214K
|
826
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
821New |
$182K - $213K
|
821
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
820+ 1.72% |
$182K - $212K
|
48.6K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
819+ 2.0% |
$182K - $212K
|
41.9K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
818New |
$181K - $212K
|
818
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
817+ 1.57% |
$181K - $212K
|
52.8K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
812New |
$180K - $210K
|
812
$199K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
811New |
$180K - $210K
|
811
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
811+ 2.85% |
$180K - $210K
|
29.3K
$7.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
811+ 0.52% |
$180K - $210K
|
156K
$38.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
809+ 0.36% |
$179K - $210K
|
223K
$54.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
808+ 3.23% |
$179K - $209K
|
25.8K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
805+ 1.19% |
$178K - $209K
|
68.4K
$16.8M
|